CHART OF THE DAY: AOL Makes The Hot Young Tech Companies Look Pathetichttp://www.businessinsider.com/aol-stock-versus-social-media-companies-2012-6/comments
en-usWed, 31 Dec 1969 19:00:00 -0500Fri, 09 Dec 2016 20:18:55 -0500Jay Yarowhttp://www.businessinsider.com/c/4fd9e971ecad04cd2d00000fKosmoThu, 14 Jun 2012 09:38:57 -0400http://www.businessinsider.com/c/4fd9e971ecad04cd2d00000f
Never miss an opportunity to shut uphttp://www.businessinsider.com/c/4fd9bc506bb3f7fb78000007Eliot SchnitzelThu, 14 Jun 2012 06:26:24 -0400http://www.businessinsider.com/c/4fd9bc506bb3f7fb78000007
It was was $250M stock buy back, or dividend.http://www.businessinsider.com/c/4fd954c8ecad046823000001RobertWed, 13 Jun 2012 23:04:40 -0400http://www.businessinsider.com/c/4fd954c8ecad046823000001
I like how you word the last line as if relative differences in stock changes automatically indicate quantitative differences in the quality of the company. AOL's stock price may have increased tremendously compared to it's start-of-year value, but their total Market Capitalization is still only 2.53 billion. Compared to Facebook's 58.31 billion, Groupon's 6.2 billion, and Zynga's 3.71 billion, it sure seems like the market values AOL quite a bit lower than you seem to be implying.http://www.businessinsider.com/c/4fd90c33ecad04ba1b00001aPaul BenjouWed, 13 Jun 2012 17:54:59 -0400http://www.businessinsider.com/c/4fd90c33ecad04ba1b00001a
Jay...Once final comment from this "young whippersnapper" who has been watching AOL since its birth.... Yes, AOL was smart to sell the patents. Is it not obvious to you,however, that this is not a recurring revenue stream but a one-off? AOL, its Board and Tim A. have been doing a dreadful job managing most of their media assets and consumer data points.
So -- congrats to AOL for their winning hand at the poker table ... for now.http://www.businessinsider.com/c/4fd90b8f69beddf124000004Adam Hartung, Chicago, ILWed, 13 Jun 2012 17:52:15 -0400http://www.businessinsider.com/c/4fd90b8f69beddf124000004
Unfair conclusion to say AOL better than other's named. Yes, investors are happy about AOL. But the others started with a non-market-based value in the IPO. Their market value is just now being set, post IPO. You can't say investors think Zynga, et.al are considered less good - only that investors think the IPO prices were not accurately set by the bankers.http://www.businessinsider.com/c/4fd8f300eab8eab979000005Paul BenjouWed, 13 Jun 2012 16:07:28 -0400http://www.businessinsider.com/c/4fd8f300eab8eab979000005
Of course they get wha amounts to a short lived credit as they burn through it. Your chart is not based on performance. It's based n AOL's uncovering a shortlived asset that sent the stock up. It's fundamentals remai the same.http://www.businessinsider.com/c/4fd8d2e46bb3f7e359000001Capt'n DividendWed, 13 Jun 2012 13:50:28 -0400http://www.businessinsider.com/c/4fd8d2e46bb3f7e359000001
Wasn't there an amended announcement after a poor earnings call by Armstrong and Artie that AOL "may" offer a dividend of up to $250 Million.... How's that working out for investors, hook line and sinker?http://www.businessinsider.com/c/4fd8d04cecad042630000001The BearWed, 13 Jun 2012 13:39:24 -0400http://www.businessinsider.com/c/4fd8d04cecad042630000001
Also overlooking how much AOL tanked in the year prior to the patent sale, and that once shareholders get the benefit of that sale the stock will drop right back down to early 2012 levels.
Flat is better than down, but you should adjust for the one time item in this analysis.
Also need to note that Zynga and Groupon are both untested companies tat many consider "fads" and that Facebook's decline also has a little to do with bitter investors that got burned on the IPO. Maybe looking at YoY UV growth and revenue growth would make this analysis a little better.http://www.businessinsider.com/c/4fd8c51beab8ea2710000002Paul BenjouWed, 13 Jun 2012 12:51:39 -0400http://www.businessinsider.com/c/4fd8c51beab8ea2710000002
You're overlooking the sale of patents that drove up the price. This has nothing to do with the real value of the technology and consumer perceived value which is still in the $14 raqnge. The cash they got for the patents will be burned through soon enough.